Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,968 | $106,749-41.9% | $145,433-57.4% | $82,448-24.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 27.15% | 27.59%-0.4pp | 66.58%-39.4pp | 41.64%-14.5pp |
| Employer contribution / active EE | $6,371 | $3,444+85.0% | $4,554+39.9% | $2,551+149.8% |
| Participant deferral / active EE | $8,766 | $6,519+34.5% | $7,897+11.0% | $4,139+111.8% |
| Admin fee / account holder | $2,378 | $8,390-71.7% | $13,129-81.9% | $7,234-67.1% |